What Set's Us Apart
- Investment approach combines top-down and bottom-up components
- Disciplined quantitative investment process employs multi-factor approaches to both industry sector allocation and stock selection
- Optimization of bottom-up components to help manage risk and maximize alpha
- Investment process built using Institutional research
- Seasoned Investment team holds Ph.D.’s in Finance, Economics and Applied Mathematics and has experience over multiple market cycles
Investment Process
BOTTOM UP PROCESS
Focuses on company valuations, cash flows, earnings quality, management policy, and momentum
PORTFOLIO CONSTRUCTION
Limits systematic market risks, such as excessive exposures to particular sectors and market capitalization segments
PORTFOLIO MONITERING
Aims to maximize alpha and adheres to a strict sell discipline
Performance
as of September 30, 2022
Portfolio Characteristics
as of September 30, 2022
Top 10 Holdings
as of September 30, 2022
Sector Allocation
as of September 30, 2022
Disclosures
The firm is defined as DCM Advisors Institutional (“DCM”), the institutional investment management business of DCM Advisors, LLC. DCM Advisors, LLC is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940.
A list of SMA descriptions is available on request. The U.S. Dollar is the currency used to express performance. Returns are presented gross of management fees and include the reinvestment of all income. Gross-of-Fee returns are reduced by trading expenses and taxes withheld on non-U.S. dividend payments. Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request.
About Us
DCM is a wholly-owned subsidiary of Dinosaur Group Holdings, LLC and is an SEC registered investment advisor under the Investment Advisers Act of 1940 (“Advisers Act”). Registration does not imply a certain level of skill or training. Under the Advisers Act, Rule 204-3 requires DCM to provide clients with specific information about the advisory firm. DCM offers its Form ADV, Part 2 to serve this important purpose. Investors can acquire information on the registration status of DCM and request a copy of DCM’s Form ADV, Part 2 by calling DCM directly at (917) 386-6260 or by visiting the SEC’s website at www.adviserinfo.sec.gov.
Systematic U.S. Equity SMA
The Systematic US strategy invests in large and mid-cap stocks in the United States. The investment process starts with a disciplined top-down multi-factor sector allocation process. It then invests in stocks based on a quantitative multi-factor bottom-up stock selection process
Creation Date December 24, 2019
Benchmark S&P 500.
Minimum Account size $50,000
Significant Cash Flow Policy
Accounts are not excluded due to significant cash flows.